Susquehanna’s bullish outlook on Sandisk reflects confidence that AI-driven storage demand and favorable memory-market dynamics could support further gains.
Susquehanna’s bullish outlook on Sandisk reflects confidence that AI-driven storage demand and favorable memory-market dynamics could support further gains.
Communist Hasan Piker Blames "Homo-Fascism" After Scott Wiener Crushes His Preferred SF Candidate Far-left Turkish-American millionaire and Twitch streamer Hasan Piker lashed out during a Tuesday livestream after his friend, San Francisco congressional candidate Saikat Chakrabarti, was badly defeated in the primary race to succeed Nancy Pelosi . Chakrabarti, a former aide to the unhinged socialist...
Communist Hasan Piker Blames "Homo-Fascism" After Scott Wiener Crushes His Preferred SF Candidate Far-left Turkish-American millionaire and Twitch streamer Hasan Piker lashed out during a Tuesday livestream after his friend, San Francisco congressional candidate Saikat Chakrabarti, was badly defeated in the primary race to succeed Nancy Pelosi . Chakrabarti, a former aide to the unhinged socialist NY Rep. Alexandria Ocasio-Cortez, spent $10 million of his own money but was polling around 15% with about half the vote counted. Piker strangely blamed Chakrabarti's poor performance on San Francisco's urban layout and car dependency, despite the city's reputation for public transit. He then pivoted into attacking the city's affluent liberal voter base : You know what it is? I know what it is. F**king car-reliant infrastructure. The more cars you have, the more chuddy the f**king city is. That's it. No public transit. No f**king people living close to one another. It's just f**king rich liberals who just want homo-fascism in the country, that's it. They want gay fascism. They want gay techno-fascism. X user Dipper captured Piker's livestream meltdown in a post titled "He's so fucking mad, commies down horrendously." He's so fucking mad, commies down horrendously. https://t.co/VAySH1m6kV pic.twitter.com/J0SM3dXEO9 — Dipper (@dipperid) June 3, 2026 Late Wednesday, Chakrabarti blamed his loss on outside money from AI, crypto, and AIPAC-linked interests ... The campaign has ended, but the mission remains. We must wrest control of our country away from the corporations and back into the hands of people. And the only force capable of doing that is a movement of people unlike any we have seen in generations. Thank you to everyone who… pic.twitter.com/P1yDPz4Aie — Saikat Chakrabarti for Congress (@saikatc) June 4, 2026 As for Piker, he's made the news in recent weeks after committing an operational-security mistake by publicly identifying American Marxist tech financier Neville R...
RiverNorthPhotography Verizon Communications ( VZ ) CEO Dan Schulman said that a “large percentage” of Verizon's customer service work could be done by AI, particularly rote tasks like password resetting and billing inquiries. "More complex things will be a combination of humans and machines working together," Schulman said at the Bloomberg Tech conference on Thursday. "I think in the next two to ...
RiverNorthPhotography Verizon Communications ( VZ ) CEO Dan Schulman said that a “large percentage” of Verizon's customer service work could be done by AI, particularly rote tasks like password resetting and billing inquiries. "More complex things will be a combination of humans and machines working together," Schulman said at the Bloomberg Tech conference on Thursday. "I think in the next two to four years, we're in AGI," Schulman added, referring to Artificial General Intelligence. More on Verizon Verizon: A Bright Future With Growing Dividends Verizon Communications Inc. (VZ) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Verizon Communications Inc. (VZ) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript The Supreme Court sides with the FCC's fine process in a legal battle with wireless carriers Verizon snaps six sessions of gains
Bryan Bedder Howard Hughes Holdings ( HHH ) closed its previously announced acquisition of Vantage Group Holdings, a specialty insurance and reinsurance company, for $2.1B , the company said Thursday. The combination represents a major step in transforming Howard Hughes ( HHH ) into a diversified holding company, a plan engineered by hedge fund billionaire Bill Ackman, who's also chairman of HHH. ...
Bryan Bedder Howard Hughes Holdings ( HHH ) closed its previously announced acquisition of Vantage Group Holdings, a specialty insurance and reinsurance company, for $2.1B , the company said Thursday. The combination represents a major step in transforming Howard Hughes ( HHH ) into a diversified holding company, a plan engineered by hedge fund billionaire Bill Ackman, who's also chairman of HHH. He has said he aims to build an empire similar to Warren Buffett's Berkshire Hathaway ( BRK.B ) ( BRK.A ). "The combination of Vantage’s exceptional specialty insurance and reinsurance platform with Pershing Square’s investment capabilities creates a powerful foundation from which we will seek to build a large, highly profitable insurance company and an enduring source of long-term value creation for Howard Hughes and its shareholders," Ackman said in a statement. Ackman's Pershing Square ( PSHZF ) will manage Vantage's assets on a fee-free basis, enhancing investment returns and furthering alignment with policyholders and shareholders, the company said. No additional investment management or advisory fees will be paid to Pershing Square in connection with its role as investment manager of Vantage’s assets. HHH’s holding-company ownership of Vantage provides long-term capital support, which will strengthen Vantage’s credit profile and underwriting flexibility, HHH said. An emphasis on underwriting profitability will improve Vantage’s ability to effectively navigate the insurance cycle and optimize asset allocation over time, it added. Eventually, Vantage's investment portfolio will be directly invested in cash, short-term Treasuries, and a portfolio of common stocks subject to rating agency and regulatory considerations. The transaction was financed through Howard Hughes's ( HHH ) cash on hand and $1B of nonvoting exchangeable perpetual preferred stock issued by HHH to Pershing Square Holdings , Ltd. ( PSHZF ). Howard Hughes ( HHH ) stock fell 0.8% in after-hours trading. M...
Bill Ackman’s Pershing Square has closed the book on one of its most ambitious activist campaigns. According to CNBC reporting based on The Wall Street Journal, the firm sold its entire stake in Universal Music Group (OTC:UMGNF) following two failed takeover attempts, sending UMG shares down 7% on the news. Shares have since rebounded, but ... Billionaire Bill Ackman’s Pershing Square Exits Univer...
Bill Ackman’s Pershing Square has closed the book on one of its most ambitious activist campaigns. According to CNBC reporting based on The Wall Street Journal, the firm sold its entire stake in Universal Music Group (OTC:UMGNF) following two failed takeover attempts, sending UMG shares down 7% on the news. Shares have since rebounded, but ... Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%
Some jurisdictions have weakened their public health authorities in response to criticism of lockdowns, school closures, mask mandates, vaccine requirements and other COVID-era restrictions. (Image credit: PATRICK T. FALLON)
Some jurisdictions have weakened their public health authorities in response to criticism of lockdowns, school closures, mask mandates, vaccine requirements and other COVID-era restrictions. (Image credit: PATRICK T. FALLON)
Global Ship Lease ( GSL ) has agreed contracts for 10 mid-size container ships at an aggregate cost of about $917M, the company said Thursday. The ultra-high-reefer, wide-beam vessels are scheduled for delivery between the fourth quarter of 2028 and the first quarter of 2030. All 10 ships have been fixed on multi-year charters upon delivery, with a TEU-weighted average term of 6.7 years, and are e...
Global Ship Lease ( GSL ) has agreed contracts for 10 mid-size container ships at an aggregate cost of about $917M, the company said Thursday. The ultra-high-reefer, wide-beam vessels are scheduled for delivery between the fourth quarter of 2028 and the first quarter of 2030. All 10 ships have been fixed on multi-year charters upon delivery, with a TEU-weighted average term of 6.7 years, and are expected to generate roughly $665M in aggregate adjusted EBITDA over their charter terms. Executive Chairman George Youroukos said the new builds were designed to be "the workhorses of global container shipping for many years to come," replacing aging vessels in the fleet while meeting liner customers' need for flexibility amid shifting trade patterns. GSL said the move is backed by a strong balance sheet and forward charter cover of $2.1B spread over 2.6 years. More on Global Ship Lease Global Ship Lease: Contract Visibility And Balance-Sheet Strength Continue To Support Upside Global Ship Lease, Inc. (GSL) Q1 2026 Earnings Call Transcript Global Ship Lease, Inc. 2026 Q1 - Results - Earnings Call Presentation Quant snapshot: Baozun, Sohu among top-rated names as Sol Strategies, Arqit Quantum lag Global Ship Lease declares $0.625 dividend
Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.
Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.
Investors seeking to capitalize on the transition to cleaner energy sources often face a choice between specialized technologies and broader infrastructure. While the Invesco Solar ETF (NYSEMKT:TAN) provides concentrated exposure to the solar power supply chain, the First Trust North American Energy Infrastructure Fund (NYSEMKT:EMLP) invests in energy infrastructure, such as utilities and pipeline...
Investors seeking to capitalize on the transition to cleaner energy sources often face a choice between specialized technologies and broader infrastructure. While the Invesco Solar ETF (NYSEMKT:TAN) provides concentrated exposure to the solar power supply chain, the First Trust North American Energy Infrastructure Fund (NYSEMKT:EMLP) invests in energy infrastructure, such as utilities and pipelines. This comparison explores how these two strategies differ in terms of volatility, cost, and asset concentration. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The First Trust fund is the more expensive of the two, with a 0.95% expense ratio, compared to 0.70% for the Invesco fund. This 0.25 percentage point difference reflects the additional costs associated with active management and specialized research into infrastructure. For investors prioritizing low-cost passive indexing, the Invesco fund offers a more affordable way to bet on the clean energy sector. Continue reading
Anthropic 正呼吁全球顶尖人工智能实验室考虑放缓研发进度,理由是人工智能系统迭代速度过快,或将在不久后实现脱离人类干预的自主进化,进而对社会构成重大安全隐患。 该企业于周四在一篇官方博客文章中表示,拥有暂缓全球人工智能研发的选择权 “大概率是一件好事”,博文同时披露内部实验数据,佐证其旗舰大模型的性能提升速度。 这篇由公司研究院负责人玛丽娜・法瓦罗与政策主管杰克・克拉克联合执笔的文章提到,当前模型的迭代趋势正走向递归式自我优化:也就是人工智能无需人类介入就能自主升级能力。不少业内从业者将这一技术临界点视作危险信号,认为其有可能引发大规模社会动荡。 二人在博文中写道:“我们认为,全球拥有放缓或临时叫停前沿人工智能研发的备选方案,对世界有利,这样各类社会配套机制与人工智能对齐研究才有时间跟上技术发展的脚步。” 文章提议各国签署全球性协定,敲定前沿 AI 研发的限速细则,并设立核查机制,监督同业企业遵守相关约定。 博文提醒,递归自主优化目前尚未成为现实,也并非必然出现,“但其落地时间或许会早于绝大多数机构的准备周期。” 这家自创立起便主打人工智能安全理念的企业,长期饱受外界质疑:业内指责其出台各类监管相关政策,本质意在拖累竞品的技术研发节奏。风投投资人、特朗普总统非正式顾问戴维・萨克斯就指责 Anthropic 管理层在推行一套 “监管俘获议程”。 萨克斯在近期一档播客节目中称,这套在华盛顿推进的监管俘获议程,或将推动美国出台禁令限制开源大模型;开源 AI 可供各类机构低成本落地使用、自主二次开发。 长期以来,人工智能行业在两大议题上分歧显著:现有模型距离通用人工智能(AGI,拥有比肩人类的智能水平)、递归自主优化究竟还有多远。 Meta 前首席人工智能科学家、行业先驱扬・勒昆等学者认为,依托大语言模型打造的前沿产品永远无法进化至媲美人类的智力水准。他认可 AI 是强大工具,但将现有模型的智能类比为猫咪水准,并与担忧 AI 会给人类带来生存级风险的研究者展开论战。 责任编辑:江学思
Palantir Stock Dips Amid Google Cloud Deal, AIPCon 10 Announcements Investor's Business Daily Why Palantir Stock Is Sinking Today Yahoo Finance Palantir: The Bottom May Be In; Next Stop $250 (Technical Analysis) (NASDAQ:PLTR) Seeking Alpha
Palantir Stock Dips Amid Google Cloud Deal, AIPCon 10 Announcements Investor's Business Daily Why Palantir Stock Is Sinking Today Yahoo Finance Palantir: The Bottom May Be In; Next Stop $250 (Technical Analysis) (NASDAQ:PLTR) Seeking Alpha
Dow Jones futures were little changed after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.
Dow Jones futures were little changed after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.
MF3d Rubrik ( RBRK ) released its first quarter fiscal 2027 financial results post-market on Thursday, which surpassed expectations across the board and featured a guidance increase. For the quarter ended April 30, the data security company reported adjusted earnings per share of $0.16 compared to the consensus estimate expecting a $0.03 loss per share. GAAP loss per share was $0.21 versus the con...
MF3d Rubrik ( RBRK ) released its first quarter fiscal 2027 financial results post-market on Thursday, which surpassed expectations across the board and featured a guidance increase. For the quarter ended April 30, the data security company reported adjusted earnings per share of $0.16 compared to the consensus estimate expecting a $0.03 loss per share. GAAP loss per share was $0.21 versus the consensus calling for a loss per share of $0.45. Revenue for the first quarter increased 39% year over year to $387M, which was more than the $366.3M estimate. Its GAAP gross margin improved to 80.5% compared to 78.3% during the same quarter last year. Its adjusted gross margin climbed to 82.9% versus 80.5% in Q1 fiscal 2026. Subscription annual recurring revenue surged 41% year over year to $374.2M, which was more than the $354.5M estimate. Rubrik's guidance cleared expectations as well. The company expects second quarter revenue to range from $395M to $397M, which is more than the $383M estimate. Rubrik forecasts its adjusted EPS to range from $0.03 to $0.05 versus the $0.02 estimate. Rubrik increased its full-year outlook and now expects revenue to range from $1.64B to $1.65B compared to a prior outlook of $1.6B to $1.61B. The consensus estimate is $1.6B. It also raised its subscription ARR projection to range from $1.85B to $1.86B. The consensus estimate is $1.84B. It expects its adjusted EPS to range from $0.25 to $0.35 and free cash flow of $293M to $303M. "We are off to an excellent start to fiscal 2027 as Rubrik is now an increasingly strategic platform for agentic cyber resilience—bringing together data, identity, and AI in a single architecture," said CEO and co-founder Bipul Sinha. "We are more confident than ever that we are in the early innings of the AI acceleration opportunity." Rubrik also said it now has nearly 3,000 customers with subscription ARR of $100,000 or more. More on Rubrik Rubrik: Even A Strong Analyst Day May Not Be Enough Rubrik's Ambitious Growth...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Lululemon lululemon Athletica: An Appealing Setup For Long-Term Investors lululemon athletica: The Sell-Off Is Overdone, But Don't Fall In Love With The Stock lululemon: North American Sales Slump And A Stale Product Line Spell Trouble For Shares Lululemon GAAP EPS of $1.69 beats by $0.02, revenue of $2.47B...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Lululemon lululemon Athletica: An Appealing Setup For Long-Term Investors lululemon athletica: The Sell-Off Is Overdone, But Don't Fall In Love With The Stock lululemon: North American Sales Slump And A Stale Product Line Spell Trouble For Shares Lululemon GAAP EPS of $1.69 beats by $0.02, revenue of $2.47B beats by $40M Lululemon Q1 earnings on deck: What to expect